Wood Tarver Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Wood Tarver Financial Group’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,483	Closed	-$256K	–	169
2026 Q1	$256K	Buy	+1,483	New	+$224K	0.07%	132
2025 Q3	–	Sell	-1,483	Closed	-$176K	–	624
2025 Q2	$176K	Sell	1,483 -134	-8%	-$15.6K	0.05%	151
2025 Q1	$210K	Sell	1,617 -302	-16%	-$38.1K	0.07%	127
2024 Q4	$232K	Buy	+1,919	New	+$244K	0.08%	123

Other funds holding VDE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wood Tarver Financial Group's VDE Position: Q2 2026 in Review

Wood Tarver Financial Group sold out of Vanguard Energy ETF (VDE) in Q2 2026, closing a stake of 1,483 shares — an estimated $256K sold.

Wood Tarver Financial Group first reported a position in VDE in Q4 2024 and held it in 4 quarters. The position peaked at $256K in Q1 2026. 766 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Wood Tarver Financial Group reported no remaining Vanguard Energy ETF position as of Q2 2026 after selling out during the quarter.
Wood Tarver Financial Group sold 1,483 Vanguard Energy ETF shares in Q2 2026, an estimated $256K.
Wood Tarver Financial Group first reported a position in Vanguard Energy ETF in Q4 2024 and held it in 4 quarters.
Wood Tarver Financial Group's Vanguard Energy ETF position peaked at $256K in Q1 2026.
766 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.